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[DOCS] Updates text and screenshots in tags doc (elastic#105853)
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* [DOCS] Updates text and screenshots in tags doc

* [DOCS] Minor tweaks to tags text
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gchaps committed Jul 20, 2021
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52 changes: 24 additions & 28 deletions docs/management/managing-tags.asciidoc
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Expand Up @@ -2,73 +2,69 @@
[[managing-tags]]
== Tags

Tags enable you to categorize your saved objects. You can then easily filter for related objects based on shared tags.

To begin, open the main menu, click *Stack Management*, then click *Tags*.
Tags enable you to categorize your saved objects.
You can then filter for related objects based on shared tags.

[role="screenshot"]
image::images/tags/tag-management-section.png[Tags management section]
image::images/tags/tag-management-section.png[Tags management]

[float]
=== Required permissions

Access to *Tags* requires the `Tag Management` {kib} privilege. To add the privilege, open the menu,
click *Stack Management*, then click *Roles*.

In addition:
To create tags, you must meet the minimum requirements.

* Access to *Tags* requires the `Tag Management` Kibana privilege. To add the privilege, open the main menu,
and then click *Stack Management > Roles*.
* The `read` privilege allows you to assign tags to the saved objects for which you have write permission.
* The `write` privilege enables you to create, edit, and delete tags.


NOTE: Having the `Tag Management` {kib} privilege is not required to
view tags assigned on objects the user has `read` access to, or to filter objects by tags
in {kib} applications or from the navigational search.
view tags assigned on objects you have `read` access to, or to filter objects by tags
from the global search.


[float]
[[settings-create-tag]]
=== Create a tag

Create a tag to assign to your saved objects.

. Open the main menu, and then click *Stack Management > Tags*.
. Click *Create tag*.
+
[role="screenshot"]
image::images/tags/create-tag.png[Tag creation popin]

. Enter a name and select a color for the new tag.
+
The name cannot be longer than 50 characters.
. Click *Create tag*.

[float]
[[settings-assign-tag]]
=== Assign a tag to saved objects
=== Assign a tag to an object

Assign or remove tags to one or more saved objects. You must have `write` permission
To assign and remove tags from saved objects, you must have `write` permission
on the objects to which you assign the tags.

. Click the action (...) icon in the tag row, and then select the *Manage assignments* action.
. In the *Tags* view, find the tag you want to assign.
. Click the action menu (...) in the tag row,
and then select the *Manage assignments* action.

. Select the objects to which you want to assign or remove tags.
+
[role="screenshot"]
image::images/tags/manage-assignments-flyout.png[Assign flyout]
. Select the objects to which you want to assign or remove tags.
. Click on *Save tag assignments*.

TIP: To assign multiple tags to objects at once, select their checkboxes
and then select *Manage tag assignments* from the *selected tags* menu.
. Click *Save tag assignments*.

[role="screenshot"]
image::images/tags/bulk-assign-selection.png[Bulk assign tags]
TIP: To assign, delete, or clear multiple tags at once,
select their checkboxes in the *Tags* view, and then select
the desired action from the *selected tags* menu.

[float]
[[settings-delete-tag]]
=== Delete a tag

Delete a tag and remove it from any saved objects.
When you delete a tag, you remove it from all saved objects that use it.

. Click the action (...) icon in the tag row, and then select the *Delete* action.
. Click the action menu (...) in the tag row, and then select the *Delete* action.

. Click *Delete tag*.

TIP: To delete multiple tags at once, select their checkboxes in the list view,
and then select *Delete* action from the *selected tags* menu.

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